John Boots
John Boots is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cookeville, TN, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
901 Neal Street, Suite 201, Cookeville, TN, 38501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is the board president and finance committee member for Cookeville Regional Medical Center Foundation until 2015, spending minimal time. He is also a passive investor in Resource Regeneration, LLC and a board member for Upper Cumberland Habitat for Humanity, spending minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations28 states
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